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Wealth CMT

Q1 2020 Holdings

Filed 2020-04-17 | 27 holdings | $107.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(IWB)RUS 1000 ETF464287622$41.7K294,44938.7%
Ishares TR(MUB)NATIONAL MUN ETF464288414$14.3K126,45413.3%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$8.3K203,1327.7%
Spdr Index SHS FDS(CWI)MSCI ACWI EXUS78463X848$7.1K357,5216.5%
Ishares TR(IWV)RUSSELL 3000 ETF464287689$6.6K44,7596.2%
Vanguard Scottsdale FDS(VONE)VNG RUS1000IDX92206C730$5.0K42,4264.6%
Schwab Strategic TR(SCHB)US BRD MKT ETF808524102$4.4K72,4794.1%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$3.8K32,9803.5%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$3.7K58,3463.5%
Ishares TR(USMV)MSCI MIN VOL ETF46429B697$2.5K46,5762.3%
Ishares TR(ACWX)MSCI ACWI EX US464288240$2.2K57,3402.0%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$2.1K16,4992.0%
Ishares TR(HYG)IBOXX HI YD ETF464288513$2.0K26,0291.9%
Ishares TR(IWR)RUS MID CAP ETF464287499$99122,9520.9%
Vanguard Scottsdale FDS(VTWO)VNG RUS2000IDX92206C664$8138,8220.8%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$78315,1330.7%
Invesco Exchange-Traded FD T(SPLV)S&P500 LOW VOL46138E354$67514,3940.6%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$4387,1490.4%
Ishares TR(EMB)JPMORGAN USD EMG464288281$4284,4310.4%